4767 New Broad Street
Orlando, FL 32814
t: 321.773.7773
At Savant Wealth Management, located at 4767 New Broad St. in Orlando, FL, our financial advisors offer thoughtful, fiduciary advice designed to help you make confident financial choices. Whether you’re mapping out a retirement strategy, rebalancing your investments, or building a comprehensive financial plan, we’re here to help you move forward with clarity.
Our typical clients start with at least $750,000 in investable assets. That said, we also welcome individuals and families preparing for future financial growth, whether through a successful career, a business opportunity, or a planned inheritance.
If you’re ready to work with a team that listens carefully and plans strategically, schedule a consultation with one of our Orlando advisors today.
With Savant, you get the strength of a national firm along with the attention and accessibility of a local team right here in Orlando. Our advisors remain committed to offering independent, transparent advice based solely on your unique needs.
We have a fiduciary responsibility to every client, meaning we’re legally and ethically bound to put your interests first. Whether you’re focused on building wealth, preserving assets, or planning your legacy, we’re here to walk with you through each step of the journey.
Our Orlando location offers access to a wide array of financial services tailored to your unique goals. Whether you’re exploring retirement readiness, seeking tax-efficient strategies, or managing a complex financial picture, our advisors provide customized support. Explore the service areas below to learn how we can help bring your plans into focus.
The financial advisors in our Orlando office bring deep expertise and a shared dedication to client goals. We collaborate as a team to create personalized strategies that reflect your goals and life circumstances. With a focus on clarity and accountability, we’re proud to support individuals and families across Central Florida.
We offer a collection of planning tools, financial worksheets, and educational content designed to help you better understand your options and take actionable steps. Whether you’re planning for the near future or looking decades ahead, our resources are here to guide you.
Looking for a local team that puts your interests first? Contact our Orlando office at 321.773.7773 or schedule an introductory consultation. Our fiduciary advisors are here to help you take the next step with confidence and a strategy designed just for you.
We recommend bringing tax returns, account statements, and a list of financial goals or concerns. This gives your advisor a transparent understanding of your current situation and helps start the planning process on the right foot.
You can find us at 4767 New Broad St. in Orlando in the Baldwin Park area. The building is near Lake Baldwin and easily accessible from downtown and surrounding neighborhoods. Free parking is available nearby.
We provide retirement planning, investment management, tax and estate planning, and financial consulting. We customize each plan based on your specific needs and future goals.
A fiduciary advisor must act in your best interests. This means no hidden agendas or product-based incentives—just sound, objective advice focused on helping you pursue your long-term goals.
Yes. In addition to serving clients with significant assets, we also work with those preparing for growth. If you’re anticipating financial changes or planning for long-term success, we can help you begin with a strategy that grows alongside your goals.
Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.
